Bringing your Australian Superannuation (AU Super) home may be a smart financial choice if you have decided to stay in New Zealand permanently. You can consolidate your retirement savings and benefit from the KiwiSaver scheme’s advantages. This article will provide you with all the information to check your eligibility for transfer and guide you through the application process. Let’s get started!
Let's dive into the step-by-step process of transferring your AU Super to KiwiSaver, making it a seamless and straightforward experience for you.
Interested in discovering if you are eligible for this transfer? Take a glance at the eligibility section provided below and determine if you meet the criteria!
The Trans-Tasman Retirement Savings Portability scheme enables individuals to move their retirement savings from Australia to New Zealand or vice versa when relocating between the two countries. However, to be eligible for the transfer, you must:
If you fulfill the criteria mentioned above, you are on the right track to transferring your AU Super to NZ KiwiSaver. So, let's kickstart the application process and ensure a seamless transition.
To initiate the transfer of your AU Super balance to a KiwiSaver Scheme, you'll need to submit an application form along with the necessary supporting documents.
We’ve included links to the transfer application forms for a few AU Super providers. But don’t stress if you can’t find your specific provider among the links listed below. Simply go over to your superannuation provider’s website, and you’ll be able to access the form there. It’s that easy!
These are the required supporting documents to include with your application.
If you require further assistance, don't hesitate to request one of our experienced financial advisors to reach out to you! Discover more about our services and how we can assist you by visiting our website at www.nationalcapital.co.nz.